Bartlett & Co Wealth Management’s MarketAxess Holdings MKTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$29.6K | – | 1182 |
|
|
2023
Q4 | $29.6K | Hold |
100
| – | – | ﹤0.01% | 797 |
|
|
2023
Q3 | $21.4K | Hold |
100
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $26.1K | Hold |
100
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $39.1K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $27.9K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
|
2022
Q3 | $22.2K | Sell |
100
-24
| -19% | -$5.34K | ﹤0.01% | 684 |
|
|
2022
Q2 | $31.7K | Buy |
124
+24
| +24% | +$6.14K | ﹤0.01% | 659 |
|
|
2022
Q1 | $34K | Buy |
+100
| New | +$34K | ﹤0.01% | 657 |
|
|
2021
Q4 | – | Sell |
-105
| Closed | -$44.2K | – | 692 |
|
|
2021
Q3 | $44.2K | Buy |
105
+5
| +5% | +$2.1K | ﹤0.01% | 528 |
|
|
2021
Q2 | $46.4K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $49.8K | Sell |
100
-50
| -33% | -$24.9K | ﹤0.01% | 538 |
|
|
2020
Q4 | $85.6K | Hold |
150
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $72.2K | Sell |
150
-25
| -14% | -$12K | ﹤0.01% | 435 |
|
|
2020
Q2 | $87.7K | Hold |
175
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $58.2K | Sell |
175
-25
| -13% | -$8.31K | ﹤0.01% | 435 |
|
|
2019
Q4 | $75.8K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
|
2019
Q3 | $65.5K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
|
2019
Q2 | $64.3K | Hold |
200
| – | – | ﹤0.01% | 393 |
|
|
2019
Q1 | $49.2K | Sell |
200
-50
| -20% | -$12.3K | ﹤0.01% | 426 |
|
|
2018
Q4 | $52.8K | Hold |
250
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $44.6K | Sell |
250
-250
| -50% | -$44.6K | ﹤0.01% | 452 |
|
|
2018
Q2 | $98.9K | Buy |
+500
| New | +$98.9K | ﹤0.01% | 327 |
|